Brian Fowles, financial advisor Westlake OH

Brian Fowles

CRD Number: 2575524
Current Firm: Stratos Wealth Advisors LLC

Brian Fowles (CRD# 2575524) is an Investment Advisor Representative working at Stratos Wealth Advisors LLC in Westlake, OH and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
Stratos Wealth Advisors, LLC Westlake, OH Jan 2019 - Current 5
Financial Engines Advisors LLC Avon, OH Nov 2016 - Current 7
Tmfs Advisors, LLC Overland Park, KS Jul 2015 - Nov 2016 1
The Mutual Fund Store-ohio, LLC Overland Park, KS Nov 2011 - Aug 2015 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1996
S65 NASAA Investment Advisors Law Examination May 2005
Contact Info for Brian P. Fowles
Phone Number: (440) 519-2500
Registered State(s):
  • OH
  • TX
By the Numbers
  • Total Assets Under Management
    4,215
    MILLIONS
  • Total Number of Accounts
    12,529
    ACCOUNTS
  • Average Account Value
    $336,408
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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